See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,905 | $165,335+19.1% | $149,696+31.5% | $158,922+23.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.66% | 348.15%-330.5pp | 276.60%-258.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $11,000 | $5,103+115.6% | $4,644+136.9% | $4,761+131.0% |
| Participant deferral / active EE | $5,200 | $7,181-27.6% | $6,842-24.0% | $5,982-13.1% |
| Admin fee / account holder | $1,354 | $10,807-87.5% | $9,309-85.5% | $11,246-88.0% |